Bank Julius Baer & Co

Bank Julius Baer & Co’s Halliburton HAL Stock Holding History

Bank Julius Baer & Co’s Portfolio HAL Stock Details HAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Buy	+38,539	New	+$1.33M	﹤0.01%	346
2025 Q1	–	Sell	-221	Closed	-$6.65K	–	640
2024 Q4	$6.65K	Buy	+221	New	+$6.46K	﹤0.01%	610
2024 Q3	–	Sell	-391	Closed	-$14.7K	–	525
2024 Q2	$14.7K	Buy	+391	New	+$14.4K	﹤0.01%	476
2023 Q2	–	Sell	-4,908	Closed	-$155K	–	579
2023 Q1	$155K	Sell	4,908 -31	-0.6%	-$1.15K	﹤0.01%	458
2022 Q4	$194K	Buy	4,939 +14	+0.3%	+$496	﹤0.01%	426
2022 Q3	$121K	Sell	4,925 -206	-4%	-$5.89K	﹤0.01%	444
2022 Q2	$161K	Buy	5,131 +45	+0.9%	+$1.68K	﹤0.01%	433
2022 Q1	$193K	Buy	+5,086	New	+$165K	﹤0.01%	417
2021 Q2	–	Sell	-35,230	Closed	-$756K	–	847
2021 Q1	$756K	Buy	+35,230	New	+$737K	0.01%	377
2020 Q4	–	Sell	-3,500	Closed	-$42K	–	822
2020 Q3	$42K	Sell	3,500 -1,171	-25%	-$17K	﹤0.01%	615
2020 Q2	$61K	Sell	4,671 -105,698	-96%	-$1.14M	﹤0.01%	555
2020 Q1	$756K	Buy	+110,369	New	+$1.92M	0.02%	262

Other funds holding HAL

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Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return